SPDR SER TR's ticker is SHE and the CUSIP is 78468R747. A total of 50 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,750 | -85.1% | 3,150 | -85.4% | 0.00% | – |
| Q1 2023 | $1,792,215 | +37.2% | 21,619 | +30.4% | 0.00% | – |
| Q4 2022 | $1,305,904 | -13.6% | 16,574 | -16.8% | 0.00% | – |
| Q2 2022 | $1,512,000 | +9.4% | 19,911 | +33.0% | 0.00% | – |
| Q1 2022 | $1,382,000 | +13.3% | 14,973 | +25.4% | 0.00% | – |
| Q4 2021 | $1,220,000 | -39.5% | 11,936 | -40.2% | 0.00% | – |
| Q3 2021 | $2,016,000 | +446.3% | 19,962 | +314.9% | 0.00% | – |
| Q3 2020 | $369,000 | -66.9% | 4,811 | -69.3% | 0.00% | – |
| Q2 2020 | $1,115,000 | +48.3% | 15,680 | +53.1% | 0.00% | – |
| Q3 2019 | $752,000 | -29.1% | 10,239 | -28.9% | 0.00% | – |
| Q2 2019 | $1,061,000 | -57.9% | 14,392 | -59.5% | 0.00% | -100.0% |
| Q1 2019 | $2,523,000 | +88.3% | 35,524 | +69.0% | 0.00% | 0.0% |
| Q4 2018 | $1,340,000 | – | 21,022 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rock Creek Group, LP | 179,839 | $20,731,000 | 2.82% |
| Laurel Wealth Planning LLC | 15,207 | $1,403,000 | 0.95% |
| Fingerlakes Wealth Management, Inc. | 6,358 | $587,000 | 0.69% |
| Money Design Co.,Ltd. | 104,356 | $9,631,000 | 0.65% |
| South Shore Capital Advisors | 2,983 | $275,000 | 0.45% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 7,903 | $729,000 | 0.42% |
| Mendel Capital Management LLC | 4,714 | $435,000 | 0.41% |
| KilterHowling LLC | 3,133 | $289,173 | 0.30% |
| Stegent Equity Advisors, Inc. | 3,477 | $321,000 | 0.27% |
| ALBION FINANCIAL GROUP /UT | 22,003 | $2,031,000 | 0.17% |